
When this happens...
New Lead
New Contract
New Customer
New Estimate
New Invoice
New Proposal
New Task
New Ticket

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created
Triggers when a new contact is created
Triggers when a new customer is added
Triggers when a new estimate is created
Triggers when a new invoice is cretaed
Triggers when a new proposal is created
Action is the task that follows automatically within your Webtiger integrations.
Creates a new lead
Creates a new contract
Creates a new customer in the system
Creates a new estimate in the system
Triggers when a new project is created
Creates a new proposal in the system
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To start, connect both your Webtiger and Loom accounts to viaSocket. Once connected, you can set up a workflow where an event in Webtiger triggers actions in Loom (or vice versa).
Absolutely. You can customize how Webtiger data is recorded in Loom. This includes choosing which data fields go into which fields of Loom, setting up custom formats, and filtering out unwanted information.
The data sync between Webtiger and Loom typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Webtiger and Loom. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
Learn MoreLoom is a video messaging tool that helps you get your message across through instantly shareable videos. With Loom, you can record your screen, voice, and face to create an engaging video that can be shared with others. It's perfect for team collaboration, providing feedback, or communicating complex ideas in a more personal and effective way.
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